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Triad Wealth Partners’s RTX Corp RTX Stock Holding History

Triad Wealth Partners’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$659K Buy
3,417
+1,046
+44% +$208K 0.05% 225
2025
Q4 		$435K Buy
2,371
+965
+69% +$168K 0.04% 293
2025
Q3 		$235K Buy
+1,406
New +$218K 0.03% 332
2024
Q3 		– Sell
-713
Closed -$71.6K – 721
2024
Q2 		$71.6K Buy
+713
New +$73.7K 0.04% 180

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's RTX Position: Q1 2026 in Review

Triad Wealth Partners increased its RTX Corp (RTX) stake by 44% in Q1 2026, buying an estimated $208K and bringing the position to 3,417 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #225.

Triad Wealth Partners first reported a position in RTX in Q2 2024 and has held it in 4 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Triad Wealth Partners held 3,417 shares of RTX Corp worth $659K as of Q1 2026.
  • Triad Wealth Partners bought 1,046 RTX Corp shares in Q1 2026, an estimated $208K.
  • RTX Corp made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #225 holding.
  • Triad Wealth Partners first reported a position in RTX Corp in Q2 2024 and has held it in 4 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.